Planning for the life you want, when you want it. You’ve settled down to read about planning financially for the life you truly crave. And we’re really happy you’ve joined us, because things like this are so important. As is taking action sooner rather than later. Why delay? You could be enjoying your dreams NOW…Learn more
It’s time to tell us your story, we’re all ears. What is you really want out of life? What is it that motivates you? Whether it’s security, clarity, peace of mind or freedom, it’s our job to get to the bottom of exactly what drives you, so we can work with you – long term…Learn more
We encourage our clients to take time out of their busy lives and put themselves first.
Life can be challenging. We’ve experienced many of those challenges ourselves over the years. The great thing is - we know how to help you get over them.
We’re here for the long term, whenever you need us, to guide you through the money side of all your major life events.
In-depth knowledge paired with innovative financial planning technology allows us to create a sophisticated, highly comprehensive financial plan tailored to your goals.
Philip is the Managing Director and financial planner at Booth Financial Planning, with more than 20 years of experience in financial services.
Marion is an invaluable member of the team at Booth Financial Planning, serving as both Personal Assistant and Office Manager.
As our paraplanner, Richard plays an integral role in ensuring that our clients receive the highest level of financial planning services.
Elvis is our office dog and most active member of the team.